Filed May 11, 2026 (most recent of 3 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,989 | $109,359-74.4% | $162,185-82.7% | $72,976-61.6% |
| Participation rate | 95.6% | 84.3%+11.3pp | 87.6%+8.0pp | 69.5%+26.1pp |
| Annual return | 18.90% | 25.46%-6.6pp | 115.61%-96.7pp | 81.02%-62.1pp |
| Employer contribution / active EE | $1,304 | $3,907-66.6% | $5,613-76.8% | $2,440-46.5% |
| Participant deferral / active EE | $2,914 | $5,481-46.8% | $7,297-60.1% | $3,608-19.2% |
| Admin fee / account holder | $6,954 | $7,972-12.8% | $10,844-35.9% | $5,124+35.7% |